Manish Sonthalia, director and chief investment officer, Emkay Investment Managers Ltd is bullish on public sector undertakings (PSUS) with monopolistic characteristics that are…

The interesting theme we invested in was IT ER&D services (IT embedded services) as the trend of ever increasing application of electronics & digitisation in automobiles led to a…

"Our inclination is towards sectors that will participate in economic growth like BFSI, consumer discretionary - including auto, capital goods - infrastructure and IT," says…

Chief Investment Officer, Emkay Investment Managers, says “we would have at best five stocks which could be overlapping in a 25-stock odd portfolio. But it is broadly going to be…